Setting Up Business Card Scanning

We offer Business Card scanning for Lead Capture. This allows you to simply take a snapshot of a business card and turn it into a lead in Lead Capture.

To start:

Select Business Card as the Badge Type and click Next.

This will lead you to the Administrator page. To see how to add an administrator, please click here .

After you have added administrators, you will be led to the Field Mapping Page.

Click on "Add Fields" to start.

To correctly map a business card, you will want to enter the information that you would generally find on a business card. For example: First Name, Last Name, Phone Number, Email address, Website, Address, Company. To see a full list of variations to be used in field mapping, click here .

For each Field name that you add, you will need to select the type. For this purpose of Business Card scanning, the best option would be Text Field. This will tell the app to fill in the recognized field name in the text field.

Once you have all of your card information entered in the form, you can add your normal business qualifying questions.